Personal Banker Jobs in Lockport, NY
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
- Depew, NY (18 miles from Lockport, NY)
- 6 days ago
- Depew, NY (18 miles from Lockport, NY)
- 6 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Buffalo, NY (21 miles from Lockport, NY)
- 9 days ago
- Buffalo, NY (21 miles from Lockport, NY)
- 9 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Buffalo, NY (21 miles from Lockport, NY)
- 9 days ago
- Buffalo, NY (21 miles from Lockport, NY)
- 9 days ago
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Private Client Financial Advisor
- Buffalo, NY (21 miles from Lockport, NY)
- 12 days ago
- Buffalo, NY (21 miles from Lockport, NY)
- 12 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Licensed Private Client Banker
- Lancaster, NY (18 miles from Lockport, NY)
- 12 days ago
- Lancaster, NY (18 miles from Lockport, NY)
- 12 days ago
Location: 5207 Broadway Street - Lancaster, New York 14086 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
- Buffalo, NY (21 miles from Lockport, NY)
- 26 days ago
- Buffalo, NY (21 miles from Lockport, NY)
- 26 days ago
Prudential Advisors is looking for an experienced financial professional in Buffalo that is interested in working with an existing book of clients. We want to help you grow your business and be a...
Private Client Banker - West Seneca
- West Seneca, NY (20 miles from Lockport, NY)
- 26 days ago
- West Seneca, NY (20 miles from Lockport, NY)
- 26 days ago
Location: 4050 Seneca Street - West Seneca, New York 14224 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private...
- Clarence, NY (12 miles from Lockport, NY)
- 60+ days ago
- Clarence, NY (12 miles from Lockport, NY)
- 60+ days ago
#LI-LS1 About Raymond James Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations...
Demographic Data for Lockport, NY
Moving to Lockport, NY? Find some basic demographic data about Lockport, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lockport, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lockport, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- Retail
- High School Diploma
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »